|
51
|
Corient Private Wealth
Miami,
Florida
|
$51.1M
|
-$70.6M
|
-1,013,563
|
-59%
|
|
|
52
|
Asset Dedication LLC
San Francisco,
California
|
$50.6M
|
+$1.92M
|
+27,621
|
+4%
|
|
|
53
|
McLean Asset Management
Tysons,
Virginia
|
$48.3M
|
-$1.06M
|
-15,249
|
-2%
|
|
|
54
|
Vermillion Wealth Management
Rosemount,
Minnesota
|
$47.1M
|
+$336K
|
+4,824
|
+0.7%
|
|
|
55
|
AssetMark Inc
Concord,
California
|
$46.2M
|
-$4.05M
|
-58,094
|
-8%
|
|
|
56
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$46M
|
-$135K
|
-1,935
|
-0.3%
|
|
|
57
|
Crown Wealth Group
Charlotte,
North Carolina
|
$45.3M
|
+$3.06M
|
+43,878
|
+8%
|
|
|
58
|
Freedom Investment Management
Hartford,
Connecticut
|
$45.3M
|
-$2.81M
|
-40,306
|
-6%
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
$43.3M
|
-$301K
|
-4,315
|
-0.7%
|
|
|
60
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$42.7M
|
+$5.65M
|
+81,157
|
+16%
|
|
|
61
|
Equitable Holdings
New York
|
$41.5M
|
+$1.81M
|
+25,911
|
+5%
|
|
|
62
|
|
$39.9M
|
-$1.68M
|
-24,169
|
-4%
|
|
|
63
|
KM Capital Management
Austin,
Texas
|
$39.7M
|
-$1.37M
|
-19,621
|
-3%
|
|
|
64
|
Farther Finance Advisors
San Francisco,
California
|
$39.5M
|
+$16.1M
|
+231,580
|
+74%
|
|
|
65
|
HighTower Advisors
Chicago,
Illinois
|
$38.6M
|
+$2.41M
|
+34,548
|
+7%
|
|
|
66
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$37.9M
|
+$241K
|
+3,458
|
+0.7%
|
|
|
67
|
Mason & Associates (California)
Los Angeles,
California
|
$37.5M
|
+$416K
|
+5,975
|
+1%
|
|
|
68
|
Disciplined Equity Management
Neptune Beach,
Florida
|
$37.1M
|
+$906K
|
+13,003
|
+3%
|
|
|
69
|
Heritage Investment Group
Pompano Beach,
Florida
|
$36.6M
|
-$6.27K
|
-90
|
-0%
|
|
|
70
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$35.9M
|
+$7.26M
|
+104,135
|
+27%
|
|
|
71
|
Graver Capital Management
Columbus,
Ohio
|
$35.3M
|
-$720K
|
-10,334
|
-2%
|
|
|
72
|
Wealthstream Advisors
New York
|
$35.2M
|
-$856K
|
-12,289
|
-2%
|
|
|
73
|
Beacon Pointe Advisors
Newport Beach,
California
|
$35.1M
|
+$9.03M
|
+129,592
|
+37%
|
|
|
74
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$33.5M
|
-$1.37M
|
-19,613
|
-4%
|
|
|
75
|
TCP Asset Management
Columbus,
Ohio
|
$33.1M
|
+$638K
|
+9,156
|
+2%
|
|
